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4 results found

  1. XPM - Importing costs which are marked non - billable

    1 vote

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Saroj Parsotam shared this idea  · 

  2. Statements - Auto populate the current date when searching customers statements

    1 vote

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Saroj Parsotam shared this idea  · 

  3. XPM: Import relationships info into Financial Statements

    5 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Saroj Parsotam commented  · 

    It would be great if we could get a "relationship' report, which lists all the Directors and their start dates, along with the Shareholders, their start dates aswell as how many shares each shareholder holds.

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    Saroj Parsotam commented  · 

    Hi we need a report which lists the 'relationships' in XPM, ie, Directors and Shareholders and how many shares each shareholder holds.

    Saroj Parsotam supported this idea  · 

  4. Practice Manager | Client - Auto archive prospect if lead is 'lost'

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Saroj Parsotam shared this idea  ·